Skip to main content

First Western Financial Inc

MYFW
Exchange
Nasdaq
Industry
State Commercial Banks
SEC CIK
0001327607

In the last 90 days, First Western Financial Inc insiders filed 0 open-market purchases and 1 sale; 103 institutions reported holding it in 13F filings for Q2 2026, worth $214.6M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in First Western Financial Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
56
No complete 13F data for Q4 2020
Shares held
3.81M
No complete 13F data for Q4 2020
Total value
$95.3M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting MYFW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 56 institutions
Q1 2021: 56 institutionsQ2 2021: 50 institutionsQ3 2021: 48 institutionsQ4 2021: 53 institutionsQ1 2022: 61 institutionsQ2 2022: 70 institutionsQ3 2022: 64 institutionsQ4 2022: 62 institutionsQ1 2023: 59 institutionsQ2 2023: 59 institutionsQ3 2023: 58 institutionsQ4 2023: 60 institutionsQ1 2024: 57 institutionsQ2 2024: 63 institutionsQ3 2024: 71 institutionsQ4 2024: 67 institutionsQ1 2025: 71 institutionsQ2 2025: 83 institutionsQ3 2025: 92 institutionsQ4 2025: 94 institutionsQ1 2026: 95 institutionsQ2 2026: 103 institutions
Value heldQ1 2021: $95.3M
Q1 2021: $95.3MQ2 2021: $94.5MQ3 2021: $107.5MQ4 2021: $120.8MQ1 2022: $136.1MQ2 2022: $130.2MQ3 2022: $120.1MQ4 2022: $137.3MQ1 2023: $96.6MQ2 2023: $94.9MQ3 2023: $96.0MQ4 2023: $106.8MQ1 2024: $80.3MQ2 2024: $95.3MQ3 2024: $112.0MQ4 2024: $115.2MQ1 2025: $114.2MQ2 2025: $135.4MQ3 2025: $145.0MQ4 2025: $173.7MQ1 2026: $163.4MQ2 2026: $214.6M
Institutions holding MYFW and their total value by quarter
QuarterHoldersValue
Q2 2026103$214.6M
Q1 202695$163.4M
Q4 202594$173.7M
Q3 202592$145.0M
Q2 202583$135.4M
Q1 202571$114.2M
Q4 202467$115.2M
Q3 202471$112.0M
Q2 202463$95.3M
Q1 202457$80.3M
Q4 202360$106.8M
Q3 202358$96.0M
Q2 202359$94.9M
Q1 202359$96.6M
Q4 202262$137.3M
Q3 202264$120.1M
Q2 202270$130.2M
Q1 202261$136.1M
Q4 202153$120.8M
Q3 202148$107.5M
Q2 202150$94.5M
Q1 202156$95.3M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding First Western Financial Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MYFW in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bank of Montreal219$6.00K0.00%––
Citigroup Inc416$10.0K0.00%––
Federated Hermes, Inc.495$12.0K0.00%––
Legal & General Group Plc549$14.0K0.00%––
Ameritas Investment Partners, Inc.552$14.0K0.00%––
Mesirow Financial Investment Management, Inc.557$14.0K0.04%––
Royal Bank of Canada831$21.0K0.00%––
Tower Research Capital LLC (TRC)970$25.0K0.00%––
STRS Ohio1,600$40.0K0.00%––
Sowell Financial Services LLC1,944$52.0K0.00%––
BNP Paribas Arbitrage, SA3,288$82.2K0.00%––
American International Group, Inc.3,642$91.0K0.00%––
UBS Group AG3,815$95.0K0.00%––
Deutsche Bank AG4,047$101.0K0.00%––
O'Shaughnessy Asset Management, LLC6,573$164.0K0.00%––
New York State Common Retirement Fund6,700$168.0K0.00%––
Morgan Stanley7,404$185.0K0.00%––
Barclays PLC8,289$208.0K0.00%––
California State Teachers Retirement System9,419$236.0K0.00%––
Nuveen Asset Management, LLC10,003$250.0K0.00%––
Segall Bryant & Hamill, LLC11,644$291.0K0.00%––
HSBC Holdings PLC12,611$326.0K0.00%––
Dalton Greiner Hartman Maher & Co14,255$357.0K0.28%––
Bank of America Corp14,340$359.0K0.00%––
Charles Schwab Investment Management Inc16,190$405.0K0.00%––
Bank of New York Mellon Corp16,535$414.0K0.00%––
Biltmore Family Office, LLC19,000$475.0K0.15%––
JPMorgan Chase & Co19,610$491.0K0.00%––
Acadian Asset Management LLC19,651$491.0K0.00%––
Mendon Capital Advisors Corp20,000$500.0K0.18%––
ELCO Management Co., LLC20,652$517.0K0.47%––
Dimensional Fund Advisors LP20,697$518.0K0.00%––
Raymond James & Associates25,000$625.0K0.00%––
BHZ Capital Management, LP25,142$629.0K0.20%––
Wells Fargo & Company26,116$653.0K0.00%––
Jacobs Levy Equity Management, Inc26,643$666.0K0.01%––
Panagora Asset Management Inc34,016$851.0K0.00%––
Bridgeway Capital Management, LLC39,951$999.0K0.02%––
RMB Capital Management, LLC40,000$1.00M0.04%––
Tieton Capital Management, LLC41,385$1.03M0.60%––
EAM Investors, LLC53,345$1.33M0.20%––
Northern Trust Corp60,803$1.52M0.00%––
Franklin Resources Inc68,506$1.71M0.00%––
Price T Rowe Associates Inc70,785$1.77M0.00%––
Stifel Financial Corp77,000$1.93M0.00%––
Geode Capital Management, LLC77,524$1.94M0.00%––
Basswood Capital Management, L.L.C.84,096$2.10M0.09%––
Obermeyer Wood Investment Counsel, LLLP92,551$2.31M0.14%––
State Street Corp98,617$2.47M0.00%––
Punch & Associates Investment Management, Inc.221,900$5.55M0.33%––
Vanguard Group Inc229,572$5.74M0.00%––
Elizabeth Park Capital Advisors, Ltd.312,596$7.82M2.60%––
BlackRock Inc.322,958$8.08M0.00%––
FJ Capital Management LLC369,300$9.23M0.77%––
Kennedy Capital Management, Inc.479,674$12.0M0.24%––
Banc Funds Co LLC654,107$16.4M1.24%––